---
title: "Create WBS - Import template"
slug: "create-wbs-import-template"
tags: ["Task", "Project Control Suite", "PCS"]
updated: 2026-03-20T08:35:36Z
published: 2026-03-20T17:46:03Z
canonical: "docs.staedean.com/create-wbs-import-template"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.staedean.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create WBS - Import template

You can use templates to easily add (parts of) a work breakdown structure.

A template is a predefined work breakdown structure that you can reuse in several advanced work breakdown structures.

A template can contain predefined:

- Projects
- Activities
- Estimate lines
- Calculation data
- Cost codes

The project setup and price setup are not included in a template.

You can import a template beneath the root project or a subproject.

When you import a WBS template:

- The complete WBS as defined in the template is imported.
- The start dates of the imported tasks are defined based on:
  - The start date of the task to which you import.
  - The predecessor relations of the imported tasks.
- The standard work calendar of the destination project is applied to define the end dates of the imported tasks.

After a template import, you can change the imported WBS lines.

### Steps

1. Click **Advanced project management**.
2. Click **Project quotation**.
3. In the list, find and select the desired record.
4. Click **Advanced WBS**.
5. Click **Edit**.
6. Select the node in the WBS beneath which to import the template.
7. Click **Import**.
8. Select the template to import.
9. Click **OK**.
10. This message is shown: "Do you want to apply the rate card for this customer instead of the rates in the selected work breakdown structure template? "
11. Click **Yes**.

## Related

- [Create work breakdown structure](/create-work-breakdown-structure.md)